7 Streets Financial LLC

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Assets, Funds, Holdings

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7 Streets Financial LLC
CRD #282577
SEC #801-117850
CIK #
AUM
Employees 5 (40% Investors, 80% Brokers)
Phone619-798-3372
Address8372 University Ave
San Diego, CA 91942
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1209672482402009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 240 63.4
(b) Individuals (high net worth individuals) 30 25.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 270 88.4
By Discretionary
Discretionary 270 88.4
Non-Discretionary 0 0.0
Total 270 88.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 88.4
Total 270 88.4
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